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Salesforce integration
Hi all, Newly "back" to my organization, Smartsheets is a new tool they use. I have taken a lot of the video training, but I haven't found one to understand how Smartsheet and Salesforce work together. Can anyone guide me or post where I can find the training?
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Web Version Loads The Same Sheet
Hello, With the new update I'm experiencing an issue I didn't have before. I use Smartsheet web version because I typically work with 20-30 tabs open and it makes it easier to use than the app. Since this new update, every day when I open my laptop I am prompted to log in (as usual), but when the sheets load they all open…
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Can I count cells between number thresholds if the cell also has text in it?
Hello! I'm currently creating formulas for a gift register to document the price ranges we have and how many are in each category. My categories are: £0 - £50 £50 - £100 £100 - £200 £200 + However, the formulas aren't pulling back all the data accurately because some of the cells include text too like 'less than £500' or…
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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…
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Merged: We need a way on a Project Schedule to delineate certain items can be completed on the weekend without turning it on for the whole sheet
This discussion has been merged.
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Formula for Imported Data
All, Im importing data into smartsheet from excel and there is a lot of extra information in the file. How do i copy select columns over into another sheet? I will be doing this on a weekly bases can i create a "raw import sheet" that will automatically copy the information over to my preferred sheet? I will be deleting…
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Reactivating Business Plan: Will my existing sheets and permissions be fully restored?
Hi, I have a question regarding reactivating my Smartsheet subscription. Previously, our team used a Business Plan with one Admin (Owner) account and two additional licensed users. We canceled the annual subscription some time ago, so our account is currently inactive (or in read-only mode). If I log in as the original…
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Anyone else having issues with search in board view not returning results?
I've just got a new team using Smartsheet in board view for easier collaboration. One issue though, is the search function is only returning matches when they're in the primary column - not in any other field. This isn't ideal and must be a bug. I've logged it as such but keen to know if anyone else is having the same…
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Change Formatting in Reports
It would be very convenient to be able to format a report different than the sheet. One purpose of a report is to bring multiple sheets of data together, but often those different sheets have different formatting which can make your report look awful. If you could format your report at the report level, it would solve all…